|
76
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$11M
|
-$155K
|
-2,527
|
-1%
|
|
|
77
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$10.9M
|
+$949K
|
+15,443
|
+10%
|
|
|
78
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$10.9M
|
+$36.1K
|
+587
|
+0.3%
|
|
|
79
|
Truist Financial
Charlotte,
North Carolina
|
$10.5M
|
+$633K
|
+10,295
|
+6%
|
|
|
80
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$10.3M
|
+$2.71M
|
+44,078
|
+36%
|
|
|
81
|
Titleist Asset Management
San Antonio,
Texas
|
$10.2M
|
+$10.1M
|
+164,179
|
New
|
|
|
82
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$9.91M
|
+$944K
|
+15,366
|
+11%
|
|
|
83
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$9.6M
|
+$19.9K
|
+324
|
+0.2%
|
|
|
84
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$9.42M
|
+$198K
|
+3,219
|
+2%
|
|
|
85
|
CGN Advisors
Manhattan,
Kansas
|
$9.4M
|
+$1.16M
|
+18,801
|
+14%
|
|
|
86
|
MML Investors Services
Springfield,
Massachusetts
|
$9.06M
|
-$857K
|
-13,937
|
-9%
|
|
|
87
|
Kestra Private Wealth Services
Austin,
Texas
|
$8.86M
|
+$2.77M
|
+45,060
|
+46%
|
|
|
88
|
Townsend Asset Management
Raleigh,
North Carolina
|
$8.8M
|
+$118K
|
+1,921
|
+1%
|
|
|
89
|
Merit Financial Group
Alpharetta,
Georgia
|
$7.91M
|
-$13K
|
-212
|
-0.2%
|
|
|
90
|
Capital Planning Advisors
Roseville,
California
|
$7.69M
|
-$1.01M
|
-16,361
|
-12%
|
|
|
91
|
Monterey Private Wealth
Monterey,
California
|
$7.35M
|
+$18.1K
|
+295
|
+0.3%
|
|
|
92
|
Journey Advisory Group
Covington,
Kentucky
|
$7.28M
|
+$7.18M
|
+116,766
|
New
|
|
|
93
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$6.44M
|
+$16.7K
|
+271
|
+0.3%
|
|
|
94
|
IHT Wealth Management
Chicago,
Illinois
|
$6.23M
|
+$5.16K
|
+84
|
+0.1%
|
|
|
95
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$6.19M
|
+$470K
|
+7,646
|
+8%
|
|
|
96
|
United Capital Financial Advisors
Irving,
Texas
|
$6.03M
|
-$115K
|
-1,870
|
-2%
|
|
|
97
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.89M
|
+$154K
|
+2,503
|
+3%
|
|
|
98
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$5.58M
|
+$235K
|
+3,824
|
+4%
|
|
|
99
|
Albion Financial Group
Salt Lake City,
Utah
|
$5.57M
|
-$24.6K
|
-401
|
-0.4%
|
|
|
100
|
MBA Advisors
Hermitage,
Pennsylvania
|
$5.57M
|
+$182K
|
+2,964
|
+3%
|
|
